Virtual Assistant, Business Tools Raquell Barton Virtual Assistant, Business Tools Raquell Barton

Unleashing Your Competitive Edge: Key Strategies for Standing Out as a Virtual Assistant

In a saturated market of virtual assistants, it's crucial to stand out from the competition. But how can you differentiate yourself and capture the attention of clients? Our latest blog post provides a comprehensive guide to help you do that. From understanding the competition, defining your unique selling proposition, enhancing your skill set, and building a strong online presence, we share actionable strategies to set yourself apart. Additionally, we explore the importance of exceptional customer service, competitive pricing, leveraging technology and innovation, and networking effectively. Don't blend in; become an exceptional virtual assistant that clients can't resist.

In today's digital era, virtual assistants have become integral to many small businesses and entrepreneurs' lives. They offer various services, from administrative tasks to scheduling, research, and personal assistance. However, with the growing popularity of virtual assistants, the market has become increasingly competitive. As a virtual assistant, standing out from the competition is crucial for attracting clients and establishing a successful career.

Imagine this: You are a highly skilled virtual assistant with a passion for organization and a knack for efficiency. You have honed your skills, gained experience, and are ready to embark on your entrepreneurial journey. But as you delve into the market, you realize you are not alone. Countless virtual assistants are vying for the same clients and opportunities. How can you differentiate yourself from the sea of competition? How can you rise above the noise and make your mark?

Understanding the competition is the first step toward standing out. Take the time to research existing virtual assistants and analyze their strengths and weaknesses. This will help you identify gaps or areas for improvement, giving you valuable insights into differentiating yourself. While it's essential to be aware of what your competitors are doing, remember that your focus should ultimately be on your unique strengths and offerings.

Defining your Unique Selling Proposition (USP) is critical to carving out your niche in the virtual assistant market. Identify your target audience and understand their needs and pain points. Then, highlight your unique skills and expertise that address those needs effectively. You may have specialized knowledge in a particular industry or excel in providing exceptional customer service. Whatever it may be, clearly articulate the benefits of choosing your virtual assistant services over others.

Enhancing your skill set is a continuous process that sets you apart from the competition. Stay current with industry trends, attend relevant workshops or webinars, and invest in continuous learning and professional development. Acquiring specialized knowledge or certifications in areas that align with your target audience's needs will position you as an expert and give you a competitive edge.

Building a strong online presence is essential in today's digital landscape. Develop a professional website that showcases your skills, experience, and testimonials from satisfied clients. Create engaging and informative content through a blog or social media platform, demonstrating your expertise and providing value to your audience. Utilize social media not only for marketing purposes but also for networking with potential clients and industry professionals.

By understanding the competition, defining your USP, enhancing your skill set, building a strong online presence, and staying customer-centric, you can differentiate yourself from the crowd of virtual assistants. In the following sections, we will delve deeper into these strategies and provide practical tips for standing out and thriving in the competitive virtual assistant market. So, let's embark on this journey together and discover the keys to success in standing out from the competition!

Understanding the Competition

To stand out from the competition, it is crucial to have a comprehensive understanding of your fellow virtual assistants in the market. This involves conducting thorough research and analysis to identify their strengths, weaknesses, and overall positioning. Here are some key steps to help you better understand your competition:

  1. Research existing virtual assistants: Explore the virtual assistant landscape and identify the leading players in your target market. Look for established virtual assistants who are offering services similar to yours. Visit their websites, read client testimonials, and explore their social media presence. This will give you insights into their branding, areas of expertise, and the overall quality of their services.

  2. Analyze strengths and weaknesses: Evaluate each competitor's strengths and weaknesses to understand better where you can differentiate yourself. Look for unique selling points, such as specialized skills, extensive experience, or innovative service offerings. Additionally, assess areas where your competition may be lacking or underperforming, as these can be potential opportunities for you to excel.

  3. Identify gaps or areas for improvement: As you analyze the competition, pay attention to gaps or areas where you believe you can provide a better solution or meet unaddressed client needs. This could involve identifying underserved industries, specific services in high demand but not adequately fulfilled, or gaps in customer service or responsiveness. By identifying these gaps, you can position yourself as the go-to virtual assistant for clients seeking those particular solutions.

  4. Learn from successful competitors: While competition can be fierce, it's important to view successful virtual assistants as potential sources of inspiration and learning. Look for aspects of their business strategies, marketing techniques, or customer engagement that have contributed to their success. Adapt and implement those strategies that align with your brand and target audience while adding your unique touch to differentiate yourself.

Remember, understanding the competition is not about copying or imitating their approach. It is about gaining insights, identifying gaps, and leveraging your strengths to stand out and provide a unique value proposition to potential clients. By conducting thorough research and analysis, you will be equipped with valuable knowledge to help you differentiate yourself and thrive in the competitive virtual assistant market.

Defining Your Unique Selling Proposition (USP)

In a crowded virtual assistant market, defining your Unique Selling Proposition (USP) is crucial to differentiate yourself and attract clients. Your USP sets you apart from the competition and communicates the unique value you bring to your clients. Here are some steps to help you define your USP:

  1. Identify your target audience: Start by understanding who your ideal clients are. Consider their industry, business size, pain points, and specific needs. By defining your target audience, you can tailor your services and messaging to resonate with them effectively.

  2. Highlight your unique skills and expertise: Identify your core strengths, skills, and expertise that differentiate you from other virtual assistants. You may have extensive experience in a specific industry, possess specialized knowledge, or excel in a particular service area. Emphasize these unique qualities that make you an exceptional virtual assistant.

  3. Articulate the benefits: Communicate the benefits clients can expect when they choose your virtual assistant services. How will you solve their problems, save time, or improve efficiency? Highlight the outcomes and results you can deliver. Clients need to understand the value they will receive by working with you.

  4. Address pain points and challenges: Determine your target audience's specific pain points and challenges. Position yourself as the solution to these problems by offering tailored services that directly address their needs. Show how you can alleviate their pain points and make their lives easier.

  5. Emphasize your unique approach or methodology: Showcase your distinctive approach or methodology in delivering virtual assistant services. Whether it's your streamlined workflow, personalized communication style, or innovative tools you use, let clients know how your approach sets you apart and adds value to their experience.

  6. Communicate your brand personality: Infuse your brand with a unique personality that aligns with your target audience and differentiates you from the competition. Are you known for your professionalism, creativity, or friendly demeanor? Use your brand personality to build rapport with clients and create a memorable impression.

Remember, your USP should be authentic and genuine to stand out truly. It should align with your skills, expertise, and the needs of your target audience. Once you define your USP, ensure it is consistently communicated through your website, marketing materials, and client interactions. A well-defined and effectively communicated USP will attract the right clients who resonate with your unique value proposition.

Enhancing Your Skill Set

Continuous improvement and honing your skills are essential for standing out in the virtual assistant market. By enhancing your skill set, you increase your expertise and demonstrate your commitment to providing exceptional service to your clients. Here are some strategies to help you enhance your skill set:

  1. Continuous learning and professional development: Stay updated with industry trends, new tools, and techniques by engaging in continuous learning. Attend webinars, workshops, and conferences related to virtual assistance. Join relevant online communities or forums to exchange knowledge and learn from other professionals in your field.

  2. Acquire specialized knowledge or certifications: Identify areas within the virtual assistant field that align with your target audience's needs or industry preferences. Consider acquiring specialized knowledge or certifications in these areas. Whether mastering a specific software, learning about a niche industry, or obtaining certifications in project management or social media marketing, these additional credentials will enhance your credibility and attract clients seeking expertise.

  3. Develop expertise in specific areas: Identify specific service areas where you can excel and differentiate yourself. For example, if you notice a high demand for social media management among your target audience, invest time developing your skills in that area. Become proficient in various social media platforms, stay updated with the latest trends, and offer unique strategies that drive engagement and growth.

  4. Stay curious and embrace new challenges: Embrace a growth mindset and seek new opportunities to expand your skill set. Be open to learning new tools, software, or techniques that can enhance your efficiency and effectiveness. Embracing new challenges keeps your skills sharp and allows you to provide innovative solutions to your clients.

  5. Seek feedback and learn from experience: Actively seek feedback from your clients to identify areas for improvement. Pay attention to recurring feedback or suggestions and use them as opportunities to enhance your skills. Additionally, reflect on your experiences and learn from successes and failures. Regularly evaluate your performance and identify areas where you can refine your approach.

Remember, enhancing your skill set is an ongoing process. Embrace the mindset of a lifelong learner and continually seek ways to expand your knowledge and expertise. By staying ahead of the curve and consistently improving your skills, you position yourself as a competent and reliable virtual assistant, setting yourself apart from the competition.

Building a Strong Online Presence

In today's digital landscape, building a strong online presence is crucial for virtual assistants to stand out and attract clients. Your online presence lets potential clients learn about your services, expertise, and professionalism. Here are critical strategies for building a strong online presence:

  1. Develop a professional website: Create a visually appealing and user-friendly website that showcases your skills, services, and testimonials from satisfied clients. Ensure your website is easy to navigate and provides clear and concise information about your offerings. Incorporate a contact form or booking system to make it easy for potential clients to contact you.

  2. Create engaging and informative content: Establish yourself as an authority in your field by regularly creating and sharing valuable content. Start a blog where you can share insights, tips, and industry updates relevant to your target audience. Additionally, consider creating video tutorials, hosting webinars, or sharing informative social media posts to provide added value to your audience.

  3. Utilize social media platforms: Leverage social media platforms to expand your reach and connect with potential clients. Determine which platforms are popular among your target audience and establish a strong presence there. Share relevant content, engage with your audience, and participate in industry-related conversations. Consistency is key, so maintain an active presence on your chosen platforms.

  4. Showcase your expertise through case studies or success stories: Highlight your accomplishments and the results you have achieved for your clients. Develop case studies or success stories that demonstrate the value you have delivered. Use these examples to showcase your expertise and the positive impact you can make on clients' businesses or lives.

  5. Engage with your audience: Actively engage with your audience by responding to comments, inquiries, and messages promptly. Show genuine interest in their needs and provide helpful insights or solutions. Engaging with your audience builds trust and establishes you as a reliable and approachable virtual assistant.

  6. Seek and leverage testimonials and reviews: Encourage satisfied clients to provide testimonials or reviews of your services. Display these testimonials prominently on your website or social media platforms. Positive reviews and testimonials from past clients are social proof and can significantly boost your credibility.

Building a strong online presence requires consistent effort and engagement. Regularly update your website, create valuable content, and actively interact with your audience across various online channels. By establishing yourself as a knowledgeable and reliable virtual assistant online, you will differentiate yourself from the competition and attract clients who trust your expertise.

Providing Exceptional Customer Service

Exceptional customer service is a powerful differentiating factor that can set you apart as a virtual assistant. Going above and beyond to meet your clients needs and exceeding their expectations builds trust, loyalty, and a strong reputation. Here are key strategies for providing exceptional customer service:

  1. Prompt and personalized responses: Respond to client inquiries and requests in a timely manner. Aim to provide quick and efficient solutions to their problems or queries. Tailor your responses to their specific needs and demonstrate that you genuinely understand and care about their concerns.

  2. Go the extra mile: Look for opportunities to exceed client expectations. Anticipate their needs and proactively provide additional support or resources. Offer suggestions or ideas that may enhance their projects or streamline their processes. By going above and beyond, you demonstrate your commitment to their success.

  3. Active listening and clear communication: Practice active listening to understand your client's requirements truly. Ask clarifying questions to ensure you have a complete understanding of their expectations. Communicate clearly and concisely, using a friendly and professional tone. Avoid jargon or technical terms that may confuse your clients.

  4. Maintain transparency and manage expectations: Be transparent with your clients about your services, pricing, and timelines. Set clear expectations regarding deliverables and deadlines. Regularly communicate progress updates to keep clients informed and minimize surprises or misunderstandings.

  5. Resolve issues promptly and professionally: Inevitably, challenges may arise during your work with clients. It's essential to address any issues promptly and professionally. Take ownership of problems and work towards finding a solution. Demonstrate empathy, flexibility, and a willingness to resolve any concerns.

  6. Encourage and leverage positive testimonials and reviews: Request feedback from satisfied clients and encourage them to provide testimonials or reviews of your services. Utilize these testimonials on your website and social media platforms to showcase the positive experiences of past clients. Positive testimonials are powerful social proof and can influence potential clients' decisions.

Providing exceptional customer service is about delivering tasks, building relationships, and exceeding expectations. You establish yourself as a trusted and dependable virtual assistant by consistently prioritizing your clients' needs, actively listening, and going the extra mile. Word-of-mouth referrals and client satisfaction will become invaluable assets in differentiating yourself from the competition.

Offering Competitive Pricing and Packages

Pricing plays a crucial role in attracting and retaining clients as virtual assistants. While offering competitive rates is important, providing value that justifies your pricing is equally vital. Here are critical strategies for offering competitive pricing and packages:

  1. Research market rates: Conduct thorough research to understand the prevailing market rates for virtual assistant services. Consider factors such as experience, expertise, and the specific services you offer. This knowledge will help you set competitive prices yet reflect your skills and the value you provide.

  2. Determine your pricing structure: Decide on a pricing structure that aligns with your business model and target audience. Common approaches include hourly rates, project-based pricing, or retainer packages. Consider the pros and cons of each model and choose the one that best suits your services and clients' needs.

  3. Provide transparent pricing information: Communicate pricing information on your website or marketing materials. Be transparent about what is included in each package or service offering. This helps potential clients understand the value they will receive and compare your prices to your competitors.

  4. Bundle services strategically: Consider bundling complementary services into packages to offer greater value to your clients. This can include a combination of administrative tasks, specialized expertise, or additional support. By bundling services, you can create enticing packages that stand out and differentiate you from competitors who offer a la carte options.

  5. Offer flexible options: Cater to various client needs by offering flexible pricing options. This can include different tiers of service packages with varying levels of support or customization. Providing flexible options lets clients choose what fits their requirements and budget best.

  6. Emphasize the value and benefits: Instead of solely focusing on price, highlight the value and benefits clients will receive by choosing your services. Showcase how your expertise, efficiency, and exceptional customer service will positively impact their business. Demonstrate the return on investment they can expect when working with you.

  7. Regularly evaluate and adjust pricing: As your experience and expertise grow, regularly evaluate your pricing to ensure it remains competitive and aligned with the value you provide. Consider adjusting your rates periodically based on market trends, changes in your service offerings, or the demand for your expertise.

Remember, competitive pricing is not just about undercutting your competitors; it's about offering a fair price that reflects the value you bring to your clients. By strategically setting your pricing, providing transparent information, and emphasizing the benefits, you can attract clients who recognize your value and are willing to invest in your services.

Leveraging Technology and Innovation

In a rapidly evolving digital landscape, leveraging technology and embracing innovation is essential for virtual assistants to stay ahead of the competition. Adopting cutting-edge tools and techniques can enhance your efficiency, effectiveness, and overall client experience. Here are key strategies for leveraging technology and innovation:

  1. Stay updated with industry trends: Stay abreast of the latest technological advancements and trends in the virtual assistant industry. Subscribe to industry publications, follow thought leaders, and join relevant online communities. By staying informed, you can identify new tools and techniques to enhance your services and differentiate you from competitors.

  2. Adopt productivity tools and automation: Explore a wide range of productivity tools and automation software available in the market. These tools can help streamline your workflow, automate repetitive tasks, and improve overall efficiency. Examples include project management software, time-tracking tools, and email automation systems. Utilizing these tools allows you to focus more on high-value tasks and provide a smoother experience for your clients.

  3. Embrace collaboration and communication platforms: Leverage collaboration and communication platforms to facilitate seamless client interaction. Platforms like project management tools, video conferencing software, and instant messaging apps enable effective communication, file sharing, and real-time collaboration. Utilizing such platforms improves transparency, reduces misunderstandings, and enhances overall productivity.

  4. Explore innovative service offerings: Identify innovative service offerings that align with your target audience's needs and leverage emerging trends. For example, you could offer virtual event support, AI-driven chatbot implementation, or social media management using advanced analytics tools. By embracing innovation, you can position yourself as a forward-thinking virtual assistant, attracting clients who value cutting-edge solutions.

  5. Invest in continuous learning: Dedicate time and resources to enhance your technical skills and knowledge. Enroll in online courses, attend webinars, or participate in workshops to expand your proficiency in relevant software, tools, or emerging technologies. This investment in continuous learning allows you to offer the latest solutions to your clients and sets you apart from those who may be slower to adapt.

  6. Be open to experimentation and adaptability: Embrace a mindset of experimentation and adaptability when integrating technology and innovation into your virtual assistant services. Be willing to try new tools, approaches, and strategies. Continually evaluate their effectiveness and adjust to optimize your processes and client outcomes.

By leveraging technology and embracing innovation, you can enhance your service offerings, improve efficiency, and provide a superior client experience. Staying updated, adopting productivity tools, exploring new service offerings, and investing in continuous learning will position you as a tech-savvy and forward-thinking virtual assistant in a competitive market.

Networking and Collaborations

Networking and collaborations are powerful strategies for virtual assistants to expand their reach, gain new clients, and stand out. Building relationships with fellow professionals, industry influencers, and potential clients can open doors to new opportunities and create a supportive network. Here are key strategies for networking and collaborations:

  1. Attend industry events and conferences: Participate in virtual or in-person industry events and conferences relevant to your niche. These events provide opportunities to connect with like-minded professionals, learn from industry experts, and build relationships with potential clients. Actively engage in conversations, exchange contact information, and follow up with individuals you connect with.

  2. Join online communities and forums: Join online communities and forums where virtual assistants and clients gather to discuss industry trends, share insights, and seek support. Contribute to discussions, offer valuable advice, and establish yourself as a knowledgeable and helpful resource. Engaging in these communities helps you build relationships and gain visibility among potential clients.

  3. Collaborate with complementary service providers: Identify professionals or businesses that offer your complementary services. For example, if you specialize in social media management, collaborate with graphic designers, content writers, or website developers. By forming partnerships, you can offer clients a comprehensive solution and tap into each other's networks for referrals.

  4. Offer guest blogging or podcasting opportunities: Seek opportunities to blog on industry-related websites or guest on relevant podcasts. This allows you to showcase your expertise to a broader audience and gain exposure. Ensure that the platforms you choose align with your target audience to maximize the impact of your guest appearances.

  5. Build a referral network: Cultivate relationships with other professionals who may come across clients needing virtual assistant services. This includes professionals such as business coaches, consultants, or marketing agencies. Develop mutually beneficial referral partnerships where you refer clients to each other based on their specific needs.

  6. Leverage social media platforms: Utilize social media platforms to expand your network and connect with potential clients. Join relevant groups or communities, discuss, and share valuable content. Actively reach out to individuals who may benefit from your services or could refer you to others.

  7. Nurture existing client relationships: Cultivate strong relationships with your existing clients by providing exceptional service and exceeding their expectations. Happy and satisfied clients are more likely to refer you to others within their network. Regularly communicate with them, seek feedback, and show appreciation for their support.

Networking and collaborations are long-term strategies that require consistent effort and relationship-building. By actively participating in industry events, collaborating with complementary professionals, and leveraging online communities, you can expand your network, attract new clients, and differentiate yourself from the competition.

Standing out from the competition in the virtual assistant market requires a strategic and proactive approach. By implementing the key strategies discussed throughout this blog post, you can differentiate yourself and build a strong presence in the industry.

Understanding the competition allows you to identify gaps and opportunities, enabling you to position yourself uniquely. Defining your Unique Selling Proposition (USP) helps you clearly articulate your value and why clients should choose you over others. Enhancing your skill set through continuous learning ensures you stay relevant and deliver high-quality services.

Building a strong online presence is crucial in today's digital age. Your website, engaging content, and active social media presence contribute to your credibility and visibility. Providing exceptional customer service creates loyal clients who become advocates for your services.

Offering competitive pricing and packages requires finding the right balance between value and affordability. Leveraging technology and innovation lets you streamline your processes, provide efficient services, and showcase your expertise. Networking and collaborations help you expand your reach, gain new clients, and tap into referral networks.

In conclusion, standing out from the competition as a virtual assistant is a multifaceted endeavor. It requires understanding the market, defining your unique value proposition, enhancing your skills, building a strong online presence, providing exceptional customer service, offering competitive pricing, leveraging technology and innovation, and actively networking and collaborating.

By implementing these strategies and continually refining your approach, you can differentiate yourself from the competition, attract clients who value your expertise and position yourself as a trusted and sought-after virtual assistant in the market. Remember, success in this industry is not solely about being the best but about consistently delivering exceptional service and continuously adapting to meet the evolving needs of your clients and the industry.





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Pinterest, virtual assistant, Business Tools Raquell Barton Pinterest, virtual assistant, Business Tools Raquell Barton

6 Reasons You Should Be Using Dubsado For Your Online Biz

Are you using Dubsado for your online service-based business? Here are 6 reasons why Dubsado is the perfect client relationship management tool to organize your biz! Go from proposal to contract to invoice in a matter of minutes...and it’s all automated! Get 20% off Dubsado with the code: skyrocket. Learn how I use Dubsado to manage my online business. #dubsado #crm #business #productivity #clientmanagement #businesstips #skyrocketvirtualsolutions

Affiliate Disclaimer: This blog post may contain affiliate links where I earn a commission if you sign up through them. However this in no way affects my recommendation. If I recommended it, I have actually used this tool and highly recommend it.


I have been in business for a little over one year. When I first started I had no idea what tools I was going to use to run my business. Contracts. Proposals. Invoicing. 

Girl.

The struggle was real. 

I signed my first few clients, sent proposals, contracts and invoices through email. 

Yeah. That’s what I did. 

Don’t shake your head at me. I didn’t know any better.

Until a client turned me on to Dubsado

Honey! It was O-V-A!!!

I saw the light! 

I couldn’t hit that “sign up for a free trial” button soon enough. 

And it’s been the best thing I could have ever done for my business.

What Is Dubsado?

Dubsado is a business management solution designed to cut out the needless busywork. It helps you build relationships with clients, schedule appointments easily, and create workflows to streamline your projects from proposal to invoice. From communication to automation, integration, reports, and customization, Dubsado does it all. 

And to tell you the truth, I didn’t know about half the stuff Dubsado did when I signed up for it. All I knew was that I could send a proposal, contract, and invoice all in ONE swoop with the push of a button.

Yep. That’s right. 

Now don’t get me wrong - there is some extensive set up you have to do first to make it flow the way you want it to, but once you set Dubsado up - IT. IS. SEAMLESS!!!! 

If you’re running an online business and you routinely sign clients, send invoices, proposals and contracts - I promise you - YOU NEED DUBSADO IN YOUR LIFE!!! 

For real.





6 Reasons Why You Should Use Dubsado

Lead Capture

Let’s get real, lead capture is our bread and butter, right? You NEED leads to keep your business running. And one thing you can do seamlessly with Dubsado is create a lead capture form, embed it on your website and go. This is the one from my website. 

Building the lead capture form is super simple. It’s simply a drag and drop feature. You can add text boxes, check boxes, drop-down menus, and more to create a custom form that will provide you with all the information you need from a prospective client before you jump on a discovery call. 

Contracts - Forms - Proposals

From Dubsado...Create form and contract templates to use across any project. Browse our template library or use your own design to build forms that look professional, accessible, and unique to your business.

You can create proposals, forms and contracts in Dubsado. I found this a huge plus as well because not only can you create them, you get examples!!! All you have to do is tweak them to say what you want them to say. You can create a proposal and contract for every service you offer. I have a contract for Virtual Assistant services and a contract for Pinterest services. Once someone agrees to be your client, you can automatically send them the proposal.

The benefit of the proposal is the tabs that allows you to offer your potential client choices. For example, for my virtual assistant services I have a 5 hour, 10 hour, 15 hour and 20 hour package. You can include all of these tabs on the proposal. Once the client picks the package they want, Dubsado seamlessly (there’s that word again), adds the package your client selected to the contract AND the invoice. So again, you don’t have to go into Dubsado and pick that option for them. Dubsado does it for you because you created “packages” when you set up your workflows. 

Automations & Workflows

From Dubsado...With automated workflows you can trigger actions such as sending emails, completing tasks, and creating invoices—all without a single click. Additionally, set up automatic appointment and payment reminders personalized for each client.

Seriously. This is what sold me on Dubsado. Everything is automated. Dubsado allows you to create workflows so all you have to do is sit back and wait for the contract to be signed and the invoice to be paid. 

This is how one of my workflows is set up…

I have several workflows set up depending on the service. I have two workflows set up for Virtual Assistant services and two set up for my Pinterest services and a couple of others. 

One workflow goes from lead capture to discovery call. Once the discovery call is over, I start the next workflow and it goes from proposal, to contract, to invoice, to client onboarding with canned emails in between. A couple of possible tweaks on a contract, and a push of a button and I’m done. 

That’s how seamless Dubsado is. 

Invoices  - Payments

From Dubsado...Send invoices to get paid, either in full or through multiple scheduled payments. Set up automated recurring invoices for subscription-like services. Connect to a payment processor so your clients can pay at any time on any device.

So this part is a no-brainer. I already stated that what sold me on Dubsado was the workflow. Proposal -> Contract -> Invoice. 

Sold. Me. 

Now, after the first invoice is paid, you can go in and set up automated recurring invoices or you can send them out one month at a time. It’s really all up to you. I’ve done both and have found it to be super easy. If you do it month by month all you have to do is change the date, pick the correct package and hit send. If you want it to be automated, set up a recurring invoice for the duration of your contract. 

Get paid, Boo! 

Online Scheduler

From Dubsado...Send or embed your scheduler so clients can easily book with you based on your availability. Create requirements for booking, such as filling out a form or paying a deposit, and set scheduling limits to ensure that clients can only book appointments that work best for your schedule.

I started out using the free version of Acuity when I began my business but Dubsado has its own scheduler. Once I set up my calendar, I embedded the scheduler on my website and boom. When someone finds my website, my workflow is going to start one of two ways. If they go ahead and book a discovery call from the embedded scheduler, a workflow will start that sends a series of canned emails that reminds them one day, two hours, and one hour before the meeting. In addition, it sends them my Zoom link so all they have to do when it’s time for the call is click the link. 

If a potential client uses the lead capture form, then a workflow starts that sends them an email with a link to my scheduler to set up an appointment  and then the canned email reminders start from there. 

But did you notice that I haven’t had to do anything in this process. 

Nothing.

All I have to do is show up prepared, bossed up and ready to rock my discovery call. 

That’s it.

I love it! 

Pricing

You can get a free trial of Dubsado for up to three clients/leads and this isn’t something that “ends.” It doesn’t matter if you get three leads/clients in one month or three leads/clients in six months, you won’t be charged until that FOURTH client/lead is added in Dubsado. So take advantage of it now. Learn Dubsado. Create those packages and workflows and start capturing those leads.  You can see the price scale below. 

When I tell you that Dubsado has transformed my business and made it EASIER, I mean it.  Try it today! 

Use the Dubsado code SKYROCKET to get 20% off when you sign up for your own Dubsado account. And hey, you’ll get to try it before you buy it. SIGN UP FOR A FREE TRIAL (use the code) and you’ll get to use it with your first THREE clients/leads FOR FREE!!!!

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